Purchases and Sales Made in Q1 2024 in Sprott Physical Gold & Silver Trust (CEF)
This table provides information about the institutional ownership of Sprott Physical Gold & Silver Trust (CEF) during Q1 2024. The information is specifically focused on institutions that hold shares of Sprott Physical Gold & Silver Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.54K+ 5.52% |
$118K - $133K
|
125K
$3.14M
|
|
|
May 13, 2024
Q1 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
5.97K+ 1.0% |
$108K - $121K
|
600K
$15.1M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5K+ 16.67% |
$90.4K - $102K
|
35K
$878K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5K+ 31.06% |
$90.4K - $102K
|
21.1K
$529K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.85K+ 2.8% |
$87.6K - $98.5K
|
178K
$4.46M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.83K+ 3.72% |
$87.3K - $98.2K
|
135K
$3.38M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.57K+ 43.37% |
$82.7K - $93K
|
15.1K
$379K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4.46K+ 19.13% |
$80.7K - $90.7K
|
27.8K
$697K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.43K+ 2.02% |
$80.1K - $90.1K
|
223K
$5.6M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.42K+ 11.2% |
$79.9K - $89.9K
|
43.9K
$1.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.15K+ 2.29% |
$75K - $84.3K
|
186K
$4.65M
|
|
|
May 15, 2024
Q1 2024
|
Quilter PLC
|
BUY
|
- |
4.08K+ 8.67% |
$73.8K - $83K
|
51.2K
$1.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
3.32K+ 3.81% |
$60K - $67.4K
|
90.4K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.1K+ 32.62% |
$56.1K - $63.1K
|
12.6K
$316K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3K+ 7.9% |
$54.3K - $61K
|
41K
$1.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
2.51K+ 5.25% |
$45.3K - $51K
|
50.2K
$1.26M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.49K+ 3.78% |
$45K - $50.6K
|
68.4K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
2K+ 0.99% |
$36.2K - $40.7K
|
205K
$5.14M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2K+ 4761.9% |
$36.2K - $40.7K
|
2.04K
$51.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.85K+ 1.94% |
$33.4K - $37.6K
|
97.3K
$2.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
1.5K+ 5.06% |
$27.1K - $30.5K
|
31.1K
$781K
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.38K+ 0.61% |
$25K - $28.2K
|
228K
$5.72M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.19KNew |
$21.6K - $24.3K
|
1.19K
$29.9K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.18K+ 1.27% |
$21.3K - $24K
|
93.8K
$2.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.01K+ 0.4% |
$18.2K - $20.4K
|
254K
$6.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1KNew |
$18.1K - $20.3K
|
1K
$25.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
992+ 1.52% |
$17.9K - $20.2K
|
66.2K
$1.66M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
900New |
$16.3K - $18.3K
|
900
$22.6K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
647+ 1.45% |
$11.7K - $13.2K
|
45.1K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
615+ 4.9% |
$11.1K - $12.5K
|
13.2K
$330K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
553New |
$10K - $11.2K
|
553
$13.9K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
517+ 0.43% |
$9.35K - $10.5K
|
122K
$3.05M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
506+ 4.7% |
$9.15K - $10.3K
|
11.3K
$283K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
500+ 4.84% |
$9.04K - $10.2K
|
10.8K
$271K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
427+ 0.56% |
$7.72K - $8.69K
|
76.3K
$1.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
302+ 0.55% |
$5.46K - $6.14K
|
55.6K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
250New |
$4.52K - $5.09K
|
250
$6.27K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
207+ 1.89% |
$3.74K - $4.21K
|
11.1K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
200+ 0.8% |
$3.62K - $4.07K
|
25.2K
$632K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
176+ 1.2% |
$3.18K - $3.58K
|
14.8K
$372K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
125+ 1.84% |
$2.26K - $2.54K
|
6.93K
$174K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
107+ 0.55% |
$1.93K - $2.18K
|
19.7K
$495K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
102+ 0.36% |
$1.84K - $2.07K
|
28.3K
$710K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
90+ 0.06% |
$1.63K - $1.83K
|
150K
$3.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
38+ 3.8% |
$687 - $773
|
1.04K
$26K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
25+ 0.38% |
$452 - $509
|
6.55K
$164K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-50- 10.0% |
$904 - $1.02K
|
450
$11.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-50- 0.2% |
$904 - $1.02K
|
25K
$627K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-80- 19.61% |
$1.45K - $1.63K
|
328
$8.23K
|